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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Jay Chadwick is a financial advisor registered with MML Investors Services, LLC, a broker-dealer and investment advisor. Peter has been in the financial services industry since June 1996. Peter holds multiple licenses including Series 6, 7, 26, 63 and SIE. He is also a Chartered Financial Consultant. Peter has experience providing financial planning, investment advice, and asset allocation services to individuals, families, and businesses. Peter is registered with the state of Michigan, Texas, and 23 other states. He is also registered as an investment advisor in Michigan and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
MI
01/03/2018 - Present
MML Investors Services, LLC (Grand Rapids MI)
OR
06/29/2001 - 04/22/2005
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
MA
10/02/1998 - 07/11/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
07/01/1996 - 10/02/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 8/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/11/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 7/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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